Insider Cluster (2 insiders) ·Filed Aug 20, 2026

WGO

WINNEBAGO INDUSTRIES INC
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $433K total
Actionable Insight • Neutral

The insider sales are too small to warrant a bearish read. Monitor the next quarterly filing for any deterioration in fundamentals, but this cluster alone does not signal a material negative view from management.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
WGO ▼ -17.33% at T+20d
NEUTRAL call ✗ call lost -17.33% · α vs SPY -17.33% · entry $31.97 → $26.43
Next anchor: T+60d in 6w
Latest observation: T+27 -10.62% FF3 residual α
Entry anchored
Aug 19, 06:16 PM ET
via 1-min bar
T+1d
-0.59%
call -0.59% · α -1.00%
$31.78
settled 6w ago
T+5d
-5.00%
call -5.00% · α -6.12%
$30.37
settled 5w ago
T+20d
-17.33%
call -17.33% · α -17.33%
$26.43
settled 16d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

Winnebago insiders, including the CEO and SVP-CHRO, sold a total of $433K in stock over a one-week window. The CEO's $394K sale is the dominant trade, representing ~0.05% of the company's $929M market cap, which is trivial in proportion. The SVP-CHRO's sale followed a derivative exercise, a common pattern for tax or liquidity purposes. The cluster is small relative to market cap and lacks the materiality to signal a bearish view, consistent with the historical performance showing that prior neutral-to-bearish calls on WGO have had mixed outcomes.

Key Financial Metrics

Direction
selling
Total Value
$433.0K
Insiders
2

Key Facts

  • CEO Michael J. Happe sold 12,000 shares at $32.68 for $394K on 2026-08-13.
  • SVP-CHRO Bret A. Woodson sold 1,235 shares at $31.73 for $39K on 2026-08-19 after exercising derivatives.
  • Total insider sales of $433K represent ~0.05% of WGO's $929M market cap, well below the 0.1% materiality threshold.
  • The CEO's sale is a single open-market transaction; no pattern of clustered selling by multiple C-suite executives.
  • The SVP-CHRO's sale follows a derivative exercise, consistent with routine tax-related disposition.

Financial Impact

Total insider sales of $433K are immaterial relative to $929M market cap (0.05%).

insider ownership

Risk Factors

  • CEO selling near the stock's recent price could indicate personal portfolio rebalancing, but the dollar amount is trivial.
  • No other C-suite insiders sold, reducing the likelihood of coordinated bearish sentiment.

Market Snapshot

Exchange
NYSE
Sector
Motor Homes
Analyst Consensus
42% bullish (19 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-WGO-1787292141510
8 reports for WGO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for WGO — sortable, filterable
TypeNow
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$31.97 $26.43▼ −17.33%▼ −17.33%$26.37 (−17.52%)
Aug 14, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$31.55 $28.36▼ −10.11%▼ −8.12%$26.37 (−16.42%)
Jul 21, 2026
10w ago
Press Release
NEUTRAL ★ 2/10
$30.38 $31.32▲ +3.09%▲ +0.53%$26.37 (−13.20%)
Jun 4, 2026
17w ago
Press Release
BEARISH ★ 7/10
$28.12 $31.16▼ −10.81%▼ −12.18%$26.37 (+6.22%)
Apr 2, 2026
26w ago
Press Release
NEUTRAL ★ 3/10
$30.04 $32.61▲ +8.55%▼ −1.33%$26.37 (−12.22%)
Mar 25, 2026
27w ago
Press Release
BULLISH ★ 7/10
$32.33 $32.64▲ +0.97%▼ −6.89%$26.37 (−18.43%)
Mar 18, 2026
28w ago
Press Release
NEUTRAL ★ 4/10
$32.74 $33.74▲ +3.05%▼ −4.58%$26.37 (−19.46%)
Mar 6, 2026
30w ago
Press Release
NEUTRAL ★ 3/10
$35.91 $31.19▼ −13.14%▼ −11.10%$26.37 (−26.56%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (36h 12m)

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Report published Aug 21, 2026